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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,539 | $25,723-74.6% | $69,182-90.5% | $55,167-88.1% |
| Participation rate | 50.9% | 39.4%+11.5pp | 55.1%-4.2pp | 69.0%-18.1pp |
| Annual return | 47.61% | 9.56%+38.1pp | -21.93%+69.5pp | 169.23%-121.6pp |
| Employer contribution / active EE | $334 | $480-30.6% | $1,206-72.4% | $1,963-83.0% |
| Participant deferral / active EE | $2,172 | $963+125.4% | $1,897+14.5% | $3,054-28.9% |
| Admin fee / account holder | $377 | $365+3.5% | $2,697-86.0% | $504-25.1% |